Recently, Microsoft announced more integration between Office 365 and Dynamics CRM. When I first saw the announcement, I thought “so what, the products have been working together for years” and dismissed it as Office/CRM publicity noise. But after getting a brief demo of some of the new points of integration, I changed my mind and wanted to make sure you were aware of why it’s more than just “so what” features.
I got these talking points from one of the members of our Learning team, Jim Naroski: These are his top three new points of integration between Office 365 and Dynamics CRM Online:
- Re-exposing CRM contact activity within Outlook – things like past activities, cases, and opportunities
- Embedded integration of OneNote inside CRM to store any kind of notes
- Embedded integration of Excel inside CRM to do ad-hoc account analysis
More information about the new CRM Online can be found at: http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx